Wealth Banker

D L RESOURCES PTE LTD; Singapore; On-site; SGD 39,060 - 72,540; Full time

Benefits offered by this job

Uncapped commissions

Paid training

Job summary

D L RESOURCES PTE LTD in Singapore seeks a Personal Wealth Executive for our banking client. You will engage mass-market clients, provide financial advisory, and drive sales targets through the bank's wealth products.

Fresh graduates with a diploma or degree are welcome to apply as training is provided and career progression is fast tracked.

Join a structured program that develops relationships, delivers regulatory-compliant advice, and leverages a wide bank network to grow a customer base.

Qualifications

• A recognised university degree.
• Fresh Diploma / Degree graduates encouraged to apply.
• Results-oriented with ability to achieve sales targets.

Responsibilities

• Provide prudent financial advisory and investment guidance to banking clients.
• Develop and deepen relationships with assigned clients to grow assets.
• Ensure proper advisory procedures and documentation in line with internal policies and regulatory requirements.

Skills

Sales

Client engagement

Financial advisory

Wealth management

Target achievement

Education

Diploma or Degree

Job description

What we are looking for (ABOUT OUR CLIENT - Banking Sector):

- Perm Hire Directly With Local Bank in Singapore

- Open to Diploma / Fresh Degree Graduates without relevant work experience/certifications in wealth management

Remuneration package

• Monthly basic
• Uncapped commissions
• Paid training

- About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.

- Personal Financial Services:We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

We are looking for driven individuals who...

• Enjoys front line sales
• Are motivated by rewards & recognition
• Desire fast track career progression

With a structured training program provided, you will...

• Create distinctive banking experiences for our clients
• Provide expert financial advice on our clients' wealth journey
• Leverage on our Bank's network to meet and achieve sales targets

Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

Job Requirements

• A recognised university degree
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to achieve sales target
• Resourceful and able to work with minimal supervision